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We Are So Early in AI

91% of households pay for streaming.55% pay for cloud storage.Only about 2% pay for AI.For all the talk about AI taking over everything, almost nobody is actually writing a monthly check for it yet.Meanwhile, we're pouring enormous amounts of money into GPUs, semiconductors, data centers, and AI in…
Microsoft had reportedly been on track to spend more than $1B a year with Anthropic. Some engineers inside Microsoft's Cloud and AI group reportedly had AI budgets reaching $100,000 a month. Now Microsoft is cutting those budgets, reducing Claude spending, and directing employees toward GitHub Cop…
Anthropic’s IPO Math Is Insane$4.6B in revenue.More than $8B in operating losses.Nearly $7B spent on compute.And potentially hundreds of billions more in cloud compute through 2030.Yes, Anthropic is growing fast. And the nearly $42B headline net loss needs context because roughly $34B came from an …

OpenAI Was Warned. Then It Fired Them.

OpenAI employees reportedly warned leadership that its newest AI models weren't being monitored closely enough during testing. Then OpenAI parted ways with 3 people for allegedly mishandling sensitive company information outside established procedures. OpenAI says policies were violated and trust …
27% → 9% accuracy. 30% → 76% confidence. 44% → 3% willing to say, “I don't know.” That's the AI problem I'm much more concerned about than some science-fiction rogue agent. AI can be completely wrong while sounding completely certain—and the person using it can walk away more confident because of …
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Spencer Thomason, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.